根据最新提交至美国证券交易委员会（SEC）的文件显示，科技巨头博通与谷歌母公司Alphabet旗下人工智能研究公司Anthropic宣布扩展战略合作。协议约定，自2027年起，Anthropic将获得由谷歌提供的高达3.5吉瓦的专用张量处理单元（TPU）人工智能算力资源。
此次合作标志着双方在高端AI基础设施领域的深度绑定。TPU作为谷歌自主研发的AI加速芯片，其大规模部署将为Anthropic的大模型训练与推理任务提供底层算力支撑。分析指出，3.5吉瓦的TPU容量相当于可同时运行数十万颗高端AI芯片的集群规模，有望显著提升Anthropic在复杂语言模型开发领域的竞争力。
值得关注的是，博通作为谷歌长期芯片合作伙伴，其定制化TPU芯片设计能力或在此次合作中发挥关键作用。业界认为，此次算力资源的提前锁定，既反映出AI行业对稀缺算力资源的争夺日趋白热化，也凸显头部企业通过长期合作构建技术护城河的战略意图。
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